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WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY

133 hedge funds and large institutions have $738M invested in WisdomTree Yield Enhanced US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $656M → $738M (+$81.6M)

3.91% more ownership

Funds ownership: 75.46% → 79.36% (+3.9%)

8% less funds holding

Funds holding: 145 → 133 (-12)

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
47
Reduced
55
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$73.3M
2
Jane Street
Jane Street
New York
+$18M
3
OMC
Old Mission Capital
Illinois
+$7.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.31M
5
UBS Group
UBS Group
Switzerland
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
-$16.7M
2
IA
IFP Advisors
Florida
-$9.86M
3
SI
SimpliFi Inc
California
-$6.95M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$6.64M
5
RIA
Regal Investment Advisors
Michigan
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
51
Merit Financial Group
Georgia
$1.13M -$16.1K -371 -1%
Renaissance Technologies
52
Renaissance Technologies
New York
$1.1M +$1.09M +25,100 New
GWSG
53
GPS Wealth Strategies Group
Colorado
$1.03M -$1.02M -23,546 -50%
IA
54
Insight Advisors
Pennsylvania
$999K +$107K +2,465 +12%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$933K -$971K -22,311 -51%
Betterment LLC
56
Betterment LLC
New York
$875K +$47K +1,080 +6%
IFWM
57
Institute for Wealth Management
Colorado
$846K +$72K +1,655 +9%
MWM
58
Meridian Wealth Management
Kentucky
$821K -$38.8K -891 -5%
IWN
59
Independent Wealth Network
Iowa
$810K -$4.39K -101 -0.5%
BFG
60
Beacon Financial Group
Texas
$759K -$33.9K -780 -4%
WWM
61
Western Wealth Management
Colorado
$739K +$150K +3,444 +26%
TWM
62
Trinity Wealth Management
Pennsylvania
$697K +$694K +15,957 New
CAN
63
Cetera Advisor Networks
California
$663K +$86.6K +1,991 +15%
CA
64
Cetera Advisors
Colorado
$636K -$24.3K -558 -4%
IF
65
Intrua Financial
Texas
$614K -$5.7K -131 -0.9%
PFG
66
Pinnacle Financial Group
Illinois
$608K +$28.3K +650 +5%
CWM
67
Collaborative Wealth Management
Florida
$525K -$289K -6,642 -36%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$515K -$130K -2,998 -20%
MWM
69
Maripau Wealth Management
Indiana
$513K -$18.3K -421 -3%
CA
70
Claro Advisors
Massachusetts
$492K +$152K +3,496 +45%
PCA
71
Prosperity Capital Advisors
Ohio
$477K +$17.8K +409 +4%
GFG
72
Goldstone Financial Group
Illinois
$456K +$454K +10,438 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$430K +$24.9K +572 +6%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$425K +$252K +5,794 +147%
FAIM
75
Financial Advocates Investment Management
Washington
$394K +$392K +9,017 New
1 2
3
4 5

AGGY Hedge Fund Activity: Q1 2023 in Review

133 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) for Q1 2023, worth a combined $738M — up 12% from $656M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AGGY and 20 opened new positions — a net loss of 9 holders — while 55 trimmed existing stakes and 47 added.

The largest buyer was Bank of America, adding an estimated $73.3M. The largest seller was Savant Capital, cutting an estimated $16.7M.

  • 133 institutional investors held WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) as of Q1 2023, down from 145 in Q4 2022.
  • Funds reported $738M of WisdomTree Yield Enhanced US Aggregate Bond Fund stock for Q1 2023, up 12% quarter-over-quarter.
  • 20 funds opened new WisdomTree Yield Enhanced US Aggregate Bond Fund positions in Q1 2023 and 29 closed out, a net change of -9 holders.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund buyer in Q1 2023 was Bank of America, an estimated $73.3M added.
  • The largest WisdomTree Yield Enhanced US Aggregate Bond Fund seller in Q1 2023 was Savant Capital, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2023.